Will Santa Bring the End of the Market Melt Up?
How High Can We Get on Stimulus?
Election Induced Fear and Market Volatility
Politics and Populism in 2020: How Will This Impact the Markets?
Faith vs. Fear Revisited
“The only ones to get hurt on a roller coaster are the jumpers.” – Paul Harvey Last month, I attended my first Kingdom Advisors conference with Carter Payne from our office. Going to the conference, we did not know what to expect but came away inspired and excited about what we can accomplish through our […]
What’s The Best Benchmark?
For those clients who attended our most recent Forecast event, Jeff Weniger, CFA and Market Strategist for Wisdom-Tree was most entertaining. Our thinking continues to be very similar and I thought I’d share some of his recent reflections. Jeff recently wrote, “There are 34-year-olds who have been in the business for 12 years and haven’t seen […]
Seeing Past the Headlines
RATES RISE AGAIN Ever since Jerome Powell took over as Chairman of the Federal Reserve, U.S. Markets have reacted shakily. The day he took over on February 5th of this year, markets sold off dramatically and the markets suddenly changed from incredibly calm under Yellen to increadibly volatile under Powell. Today our Federal Reserve Chair […]
Tax Strategies for Year End – So Even Louie the Loser can Win!
With the end of the year rapidly approaching, there are many clients who are asking what they should be doing now to save on taxes before time runs out and we enter 2019. Even with the markets currently down for many stock indices, some clients may end up paying capital gains taxes on long term […]
Where are the Buyers?
THE MARKET HATES UNCERTAINTY There are plenty of Sellers out there who are concerned about the upcoming election, trade wars, rising interest rates and the like. As one market commentator put it last week, “The perfect storm was caused by a trifecta of news. First, China wanted to hurt the U.S., defend its currency (the […]
It’s Good to be the Banker
Even when Not Playing Monopoly Thinking more like a banker can provide us many benefits from a tax re-positioning perspective and a loaning vs borrowing / cash flow perspective. Not too long ago, I and a client were interviewed by a reporter at Forbes about the benefits of making serial conversions to Roth IRAs over […]
